Buckingham Strategic Wealth’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.04M | Sell |
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|
2024
Q1 | $2.14M | Sell |
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|
2023
Q4 | $1.95M | Sell |
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|
2023
Q3 | $2.19M | Sell |
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|
2023
Q2 | $1.98M | Buy |
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|
2023
Q1 | $2M | Hold |
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|
2022
Q4 | $2M | Buy |
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|
2022
Q3 | $1.63M | Sell |
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|
2022
Q2 | $1.62M | Sell |
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|
2022
Q1 | $1.91M | Buy |
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|
2021
Q4 | $1.33M | Sell |
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|
2021
Q3 | $1.32M | Hold |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $907K | Sell |
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|
2020
Q3 | $799K | Sell |
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|
2020
Q2 | $1.09M | Buy |
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|
2020
Q1 | $295K | Buy |
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|
2019
Q4 | $532K | Buy |
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|
2019
Q3 | $444K | Sell |
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|
2019
Q2 | $549K | Buy |
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|
2019
Q1 | $538K | Sell |
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|
2018
Q4 | $468K | Sell |
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|
2018
Q3 | $637K | Sell |
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|
2018
Q2 | $650K | Sell |
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|
2018
Q1 | $690K | Sell |
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|
2017
Q4 | $897K | Sell |
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|
2017
Q3 | $1.06M | Sell |
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|
2017
Q2 | $1.17M | Buy |
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|
2017
Q1 | $1M | Buy |
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|
2016
Q4 | $430K | Buy |
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|
2016
Q3 | $380K | Buy |
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|
2016
Q2 | $365K | Buy |
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|
2016
Q1 | $329K | Sell |
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|
2015
Q4 | $395K | Buy |
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|
2015
Q3 | $344K | Sell |
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|
2015
Q2 | $547K | Buy |
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